Position in IEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,128,516
+$124,450 QoQ
Shares Held
156,521
+17.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 116 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEP Over Time
Shares Held
Position Value (USD)
Derivatives in IEP
reported options exposure · as of Sep 30, 2024CallValue
$371,800
CallShares
27,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026LPL Financial LLC holds $453,295,701 across 17 Oil & Gas Refining & Marketing names. IEP ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
582,130 | $151,609,937 | |
| 2 | PSX |
Phillips 66
|
876,262 | $148,132,091 | |
| 3 | MPC |
Marathon Petroleum Corp
|
441,653 | $112,917,422 | |
| 4 | SUN |
Sunoco LP
|
175,491 | $11,845,642 | |
| 5 | DINO |
HF Sinclair Corp
|
148,212 | $10,322,965 | |
| 6 | DK |
Delek US Holdings, Inc.
|
108,693 | $5,522,691 | |
| 7 | CVI |
Cvr Energy Inc
|
106,272 | $2,926,730 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
115,174 | $2,582,201 |
All Filings in IEP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,516 | 156,521 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,004,066 | 132,989 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,116,509 | 147,882 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,285,590 | 152,683 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,122,958 | 139,498 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,356,254 | 149,697 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,610,443 | 185,749 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,582,009 | 190,977 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $371,800 | 27,500 | Call | Sole | 2024-11-08 | |
| 2024-06-30 | $2,866,185 | 173,919 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,719,422 | 159,872 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,423,944 | 141,009 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,796,061 | 141,358 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,266,887 | 146,982 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,877,604 | 152,342 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,020,697 | 138,612 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,684,787 | 134,584 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,744,920 | 98,606 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,686,215 | 90,241 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,701,759 | 114,978 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,915,029 | 118,419 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,842,192 | 106,241 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,516,294 | 84,071 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,770,962 | 74,422 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,392,476 | 68,785 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,185,550 | 65,695 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,556,382 | 52,796 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||